Andrew Vendal is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience in the food service industry, having worked at Thirsty Fellow Pizzeria and Pub. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Stephen Burgess is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing investment advice to individuals, families, and businesses by gaining a comprehensive understanding of their short- and long-term financial objectives. With 35 years of experience in the financial services industry, Stephen joined Merrill Lynch Wealth Management in 2008. Prior to this, he practiced as a Certified Public Accountant (CPA) for eight years. He holds a bachelor's degree in Accounting from Florida State University and has earned the Personal Investment Advisor (PIA) designation.

Douglas Rivlin is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Charlotte and a partner in The Rivlin Firestone Group. He has been providing financial guidance to companies, C-level executives, entrepreneurs, and business owners for over 29 years. Douglas creates Wealth Management Plans and financial strategies tailored to clients' goals and objectives, working alongside their trusted CPA and attorney to ensure sound estate planning. Douglas has extensive experience in developing and managing advisor discretion equity and fixed income portfolios, as well as alternative investments to concentrated equity positions. His expertise spans areas such as college education planning, divorce transition planning, executive and equity compensation services, legacy planning, managing new wealth, and retirement income strategies. He holds the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials, as well as Series 7 and Series 66 registrations. Douglas earned a Bachelor of Science degree in Business Administration from West Virginia University. Throughout his career, Douglas has volunteered and contributed to various charitable organizations including Receptions for Research, Morrison YMCA, and the Isabella Santos Foundation. He lives in the Ballantyne community with his wife Ellen and their four children. In his spare time, Douglas supports his children's sporting activities such as AAU basketball, cross country, and golf, and enjoys traveling with his family.

Troy Jackson Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His prior roles include positions at South State Bank, Ameritas Investment Corp, Lincoln Financial Distributors, StanCorp Investment Advisers, and Principal Financial Services. He also serves as Vice President of South State Retirement Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Marc Harrell is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services and Wells Fargo Clearing Services. Before entering the financial industry, he held various roles at Chick-fil-A locations and other companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Candace Cline is a CFP®-certified financial advisor with UBS Financial Services in Charlotte, NC, bringing 19 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she serves on the board of directors for the Park Terrace Towns Owners Association, where she assists with community maintenance oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research to tailor strategies to clients’ goals and risk tolerances.

Thomas Fischer is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and AXA Advisors, LLC. Fischer is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Daniel Gilmore is a Series 66 licensed financial advisor with four years of industry experience. He is currently with LPL Financial in Fort Mill, SC, having previously worked at Commonwealth Financial Network, Granite Telecommunications, and State Street Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Daniel Wood is a Financial Consultant at Fidelity Investments, where he partners with clients to pursue their financial goals through personalized planning strategies. He has held several positions at Fidelity Investments in 2024, including Investment Consultant and Financial Representative. Prior to joining Fidelity, Daniel worked as a Business Analyst at McKinsey & Company from 2022 to 2023. He also gained experience in the financial sector through roles at Wells Fargo, including Financial Crimes Specialist and Corporate Risk Associate between 2020 and 2022. Earlier in his career, Daniel held internship positions focused on financial and budget analysis at Dominion Energy in 2018 and 2019. Outside of his professional work, Daniel has interests in baseball, beach activities, music, pets, and snowboarding.

Cecilia Mc Queen is a financial advisor with LPL Financial based in Fort Mill, South Carolina. She holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Wells Fargo Clearing Services, Mass Mutual Investors Services, and MetLife Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a network of investment adviser representatives.

Bret Cozewith is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2007. Outside of his advisory role, he owns the Bret Cozewith Group, which supports his Primerica business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a network of over 3,600 advisors and utilizes model-based investment strategies managed by unaffiliated asset managers.

Owen Tabor is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Us Tech Solutions, Darktrace, Prudential Insurance Company of America, Raymond James Financial, and several other organizations. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor plans based on clients’ goals and risk tolerances.

Matthew Chapman is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Commonwealth Financial Network for nine years and Norton Financial Services for one year. Outside of advising, he has participated as a focus panel member for Proctor & Gamble's Gillette Razor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Diane Sullivan is a Wealth Management Advisor at Merrill Lynch Wealth Management and serves in a leadership role responsible for team business management for the Biedrycki Sullivan Vaughan Group. She has been in the financial services industry since 2003 and is a CERTIFIED FINANCIAL PLANNER® certificant awarded by the Certified Financial Planner Board of Standards, Inc. Diane is also a qualified Portfolio Manager, managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She manages the team's client relationships and wealth management casework. Diane joined the group after a career at her alma mater, Belmont Abbey College, where she held several positions including director of annual giving, executive director of development and planned giving, and vice president of institutional advancement. She coordinated a capital campaign that raised $20 million and established a planned giving program that secured more than $6.5 million in planned gifts. Diane's experience in philanthropy adds to the team's capabilities. She holds a Bachelor's degree from Belmont Abbey College and has earned the Personal Investment Advisor (PIA) designation. Diane resides in Belmont, North Carolina with her husband and their two children. Her personal interests include golfing, hiking, reading, skiing, spending time with family, traveling, and watching movies.

Sam Robinson IV is a CFP® professional with 26 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Merrill and TIAA-CREF. Based in Charlotte, NC, Robinson holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brian Sullivan is a CFP® and ChFC® with 41 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Mutual of America, Merrill, and other firms. His career includes extensive roles in financial advisory and planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amy Wyatt is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She has been with Robert Baird since 2013 and holds Series 63 and Series 66 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers customized consulting and portfolio management services using a variety of strategies and managers tailored to client goals and risk tolerances.

Karen Zeltner is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She has worked at Merrill since 2019 and previously held positions at Hope Academy and Lake Norman Charter School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Todd Sr. is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding the CFP® and ChFC® designations and possessing 35 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2009. Outside of his advisory role, he owns land that is being considered for leasing to build solar panels. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment management.

Nicholas Mathiason is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing for 10 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services, utilizing research from Wells Fargo Investment Institute and third-party sources.